UPSTART HLDGS INC's ticker is UPST and the CUSIP is 91680M107. A total of 295 filers reported holding UPSTART HLDGS INC in Q3 2023. The put-call ratio across all filers is 1.18 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,239 | -19.9% | 20,576 | +0.5% | 0.00% | -50.0% |
| Q2 2023 | $732,887 | -42.3% | 20,466 | -74.4% | 0.00% | -33.3% |
| Q1 2023 | $1,269,960 | +20.2% | 79,922 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,056,569 | -38.0% | 79,922 | -2.4% | 0.00% | -25.0% |
| Q3 2022 | $1,703,000 | -36.2% | 81,902 | -3.0% | 0.00% | -33.3% |
| Q2 2022 | $2,670,000 | -49.5% | 84,440 | +74.2% | 0.01% | -40.0% |
| Q1 2022 | $5,289,000 | -23.4% | 48,483 | +6.2% | 0.01% | -16.7% |
| Q4 2021 | $6,907,000 | -28.3% | 45,653 | +49.9% | 0.01% | -36.8% |
| Q3 2021 | $9,636,000 | +2358.2% | 30,450 | +870.7% | 0.02% | +1800.0% |
| Q2 2021 | $392,000 | – | 3,137 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SANDLER CAPITAL MANAGEMENT | 475,000 | $13,556,500 | 1.40% |
| WMG Financial Advisors, LLC | 54,497 | $1,555,344 | 1.32% |
| Freshford Capital Management, LLC | 218,468 | $6,235,076 | 1.04% |
| Capital Impact Advisors, LLC | 19,447 | $555,017 | 0.93% |
| Union Square Park Capital Management, LLC | 25,000 | $713,500 | 0.82% |
| Zweig-DiMenna Associates LLC | 188,693 | $5,385,298 | 0.64% |
| PayPay Securities Corp | 363 | $10,360 | 0.47% |
| Tyler-Stone Wealth Management | 28,727 | $820 | 0.47% |
| Legacy Capital Group California, Inc. | 33,758 | $963,453 | 0.41% |
| DeepCurrents Investment Group LLC | 3,300 | $9,418,200 | 0.41% |